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Centurion Wealth Management LLC Increases Stock Holdings in American Tower Corporation $AMT
Centurion Wealth Management LLC raised its stake in American Tower Corporation (NYSE:AMT – Free Report) by 5.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Insurance Stocks To Follow Today – September 11th
Tesla, Opendoor Technologies, and UnitedHealth Group are the three Insurance stocks to watch today, according to MarketBeat’s stock screener tool. Insurance stocks represent equity in companies that underwrite and manage risk... More of this article »
Global Wealth Strategies & Associates Reduces Stock Holdings in Exxon Mobil Corporation $XOM
Global Wealth Strategies & Associates lowered its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 43.3% in the second quarter, HoldingsChannel reports. The firm owned 1,780 shares of the oil and gas company’s... More of this article »
Insight Wealth Strategies LLC Purchases 192 Shares of Oracle Corporation $ORCL
Insight Wealth Strategies LLC lifted its position in Oracle Corporation (NYSE:ORCL – Free Report) by 1.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Abner Herrman & Brock LLC Sells 367 Shares of Salesforce Inc. $CRM
Abner Herrman & Brock LLC cut its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 0.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
TruWealth Advisors LLC Takes $8.26 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
TruWealth Advisors LLC purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Douglas Lane & Associates LLC Lowers Position in Exxon Mobil Corporation $XOM
Douglas Lane & Associates LLC trimmed its position in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 0.1% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
Discipline Wealth Solutions LLC Acquires 1,535 Shares of SPDR Gold Shares $GLD
Discipline Wealth Solutions LLC grew its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 20.4% during the second quarter, according to its most recent filing with the SEC. The firm owned 9,055 shares of... More of this article »
TruWealth Advisors LLC Has $4.01 Million Holdings in Chevron Corporation $CVX
TruWealth Advisors LLC lessened its position in shares of Chevron Corporation (NYSE:CVX – Free Report) by 75.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Upper Left Wealth Management LLC Has $550,000 Stake in iShares Core S&P Small-Cap ETF $IJR
Upper Left Wealth Management LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
Hedges Asset Management LLC Sells 1,500 Shares of United Parcel Service, Inc. $UPS
Hedges Asset Management LLC decreased its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 13.4% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Walnut Private Equity Partners LLC Sells 439,022 Shares of Enterprise Products Partners L.P. $EPD
Walnut Private Equity Partners LLC lowered its position in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 62.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Private Client Services LLC Boosts Stock Holdings in Chevron Corporation $CVX
Private Client Services LLC increased its position in shares of Chevron Corporation (NYSE:CVX – Free Report) by 53.5% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Wesbanco Bank Inc. Buys 314 Shares of BlackRock $BLK
Wesbanco Bank Inc. increased its stake in BlackRock (NYSE:BLK – Free Report) by 4.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Greenfield Savings Bank Boosts Stock Position in Bristol Myers Squibb Company $BMY
Greenfield Savings Bank lifted its position in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 6.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Zevenbergen Capital Investments LLC Decreases Stake in Amphenol Corporation $APH
Zevenbergen Capital Investments LLC reduced its stake in Amphenol Corporation (NYSE:APH – Free Report) by 0.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Good Steward Wealth Advisors LLC Cuts Holdings in Southern Company (The) $SO
Good Steward Wealth Advisors LLC trimmed its holdings in shares of Southern Company (The) (NYSE:SO – Free Report) by 17.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
McDonald’s Corporation $MCD Shares Sold by HMS Capital Management LLC
HMS Capital Management LLC decreased its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 10.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
HMS Capital Management LLC Sells 153 Shares of Chubb Limited $CB
HMS Capital Management LLC trimmed its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 6.0% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 2,378 shares of the financial services... More of this article »
Promising Digital Media Stocks To Consider – September 13th
Adobe, Alibaba Group, Rocket Companies, Digital Realty Trust, Sunrun, Nexstar Media Group, and DoubleVerify are the seven Digital Media stocks to watch today, according to MarketBeat’s stock screener tool. Digital media stocks... More of this article »
Vanguard Dividend Appreciation ETF $VIG Shares Sold by St. Clair Advisors LLC
St. Clair Advisors LLC cut its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 3.1% during the second quarter, Holdings Channel reports. The firm owned 15,823 shares of the company’s stock... More of this article »
Linde PLC $LIN Shares Bought by Garde Capital Inc.
Garde Capital Inc. raised its stake in Linde PLC (NASDAQ:LIN – Free Report) by 69.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Centurion Wealth Management LLC Acquires 41 Shares of General Dynamics Corporation $GD
Centurion Wealth Management LLC grew its position in General Dynamics Corporation (NYSE:GD – Free Report) by 2.2% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
iShares Bitcoin Trust ETF $IBIT Shares Bought by Modus Advisors LLC
Modus Advisors LLC lifted its holdings in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 240.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Horizons Wealth Management Has $532,000 Stock Position in Vanguard S&P 500 ETF $VOO
Horizons Wealth Management increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 14.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 937 shares... More of this article »
Thurston Springer Miller Herd & Titak Inc. Has $4.28 Million Stock Holdings in Johnson & Johnson $JNJ
Thurston Springer Miller Herd & Titak Inc. grew its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 23.2% during the 2nd quarter, HoldingsChannel reports. The firm owned 28,009 shares of the company’s... More of this article »
Upper Left Wealth Management LLC Makes New $680,000 Investment in Vanguard S&P 500 ETF $VOO
Upper Left Wealth Management LLC bought a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor bought 1,198 shares of the company’s... More of this article »
Insight Wealth Strategies LLC Sells 122 Shares of iShares National Muni Bond ETF $MUB
Insight Wealth Strategies LLC decreased its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 0.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Retirement Wealth Solutions LLC Acquires 43 Shares of Cigna Group $CI
Retirement Wealth Solutions LLC lifted its holdings in Cigna Group (NYSE:CI – Free Report) by 74.1% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 101 shares of the health... More of this article »
Verde Capital Management Sells 343 Shares of Invesco S&P MidCap Momentum ETF $XMMO
Verde Capital Management cut its holdings in shares of Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) by 2.1% during the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Verde Capital Management Has $33.94 Million Stock Position in Invesco NASDAQ 100 ETF $QQQM
Verde Capital Management increased its holdings in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 2.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Accelerate Investment Advisors LLC Has $320,000 Stock Holdings in SPDR Dow Jones Industrial Average ETF Trust $DIA
Accelerate Investment Advisors LLC lifted its position in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) by 16.0% during the 2nd quarter, Holdings Channel reports. The firm owned 726 shares... More of this article »
Thurston Springer Miller Herd & Titak Inc. Boosts Position in The Sherwin-Williams Company $SHW
Thurston Springer Miller Herd & Titak Inc. increased its stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 18.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Kings Path Partners LLC Sells 777 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Kings Path Partners LLC decreased its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 3.7% during the second quarter, Holdings Channel.com reports. The institutional investor owned 19,993... More of this article »
Bangor Savings Bank Has $3.08 Million Stake in Vanguard High Dividend Yield ETF $VYM
Bangor Savings Bank trimmed its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 11.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Peterson Wealth Advisors LLC Decreases Holdings in SPDR Portfolio Emerging Markets ETF $SPEM
Peterson Wealth Advisors LLC cut its holdings in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 2.7% in the 2nd quarter, HoldingsChannel reports. The firm owned 67,676 shares of the company’s... More of this article »
Corteva, Inc. $CTVA Shares Sold by Hedges Asset Management LLC
Hedges Asset Management LLC reduced its stake in shares of Corteva, Inc. (NYSE:CTVA – Free Report) by 7.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Investors Research Corp Has $2.12 Million Stock Position in Invesco S&P 500 Low Volatility ETF $SPLV
Investors Research Corp lowered its stake in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 4.6% during the second quarter, according to its most recent disclosure with the Securities and... More of this article »
Klondike Silver (CVE:KS) Shares Down 16.7% – Here’s What Happened
Klondike Silver Corp. (CVE:KS – Get Free Report)’s stock price was down 16.7% on Friday . The stock traded as low as C$0.03 and last traded at C$0.03. Approximately 643,180 shares traded hands during trading, an increase... More of this article »
TrueWealth Advisors LLC Buys Shares of 1,364 UnitedHealth Group Incorporated $UNH
TrueWealth Advisors LLC bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought... More of this article »
CrowdStrike $CRWD Shares Acquired by First Community Trust NA
First Community Trust NA increased its position in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 25.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,135 shares... More of this article »-logo-1200x675.png?v=20211206081858&w=240&h=220&zc=2){kind=logo}
Verde Capital Management Cuts Position in Grayscale Ethereum Trust (ETH) $ETHE
Verde Capital Management decreased its holdings in Grayscale Ethereum Trust (ETH) (OTCMKTS:ETHE – Free Report) by 0.9% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 161,056 shares... More of this article »
Global X U.S. Infrastructure Development ETF $PAVE Stake Reduced by Vishria Bird Financial Group LLC
Vishria Bird Financial Group LLC reduced its stake in Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) by 0.9% during the second quarter, Holdings Channel.com reports. The firm owned 303,354 shares of the... More of this article »
General Mills, Inc. $GIS Shares Acquired by Value Partners Investments Inc.
Value Partners Investments Inc. increased its holdings in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 23.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Sun Life Financial Inc. $SLF is Value Partners Investments Inc.’s 3rd Largest Position
Value Partners Investments Inc. lowered its position in Sun Life Financial Inc. (NYSE:SLF – Free Report) (TSE:SLF) by 0.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Schwab US Large-Cap ETF $SCHX is Bangor Savings Bank’s 4th Largest Position
Bangor Savings Bank lowered its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 19.7% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Bangor Savings Bank Lowers Stock Holdings in Schwab International Equity ETF $SCHF
Bangor Savings Bank reduced its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Ocado Group (LON:OCDO) Shares Down 9.8% – What’s Next?
Shares of Ocado Group plc (LON:OCDO – Get Free Report) were down 9.8% during trading on Friday . The company traded as low as GBX 240.30 ($3.26) and last traded at GBX 270.71 ($3.67). Approximately 15,986,102 shares changed hands... More of this article »